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News

A yellow road sign that says "recession ahead" pictured with a stormy background.
By Ben S. Lies, MBA, RSSA

The Sahm Rule, Markets, and Recession

As this article is being written, there is a significant amount of downside volatility occurring within equity markets. The S&P 500 peaked on July 16th and, since that high, as of today (8/5/2024) we have seen it sell off 7.9%. The NASDAQ is officially in correction territory (down ~13.1% since it peaked on 7/11/24). One […]

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US Capitol Building
By Ben S. Lies, MBA, RSSA

Does Impeachment Impact the Markets? Let History be Our Guide.

On Jan. 13, President Donald Trump was impeached for a second time by the House of Representatives – a first for our nation. President Trump was impeached for his part in inciting violence against the United States government.1 This move came days before President Trump was set to leave office, but it still begs the […]

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coronavirus why your next moves are more important than the markets
By Ben S. Lies, MBA, RSSA

Coronavirus: Why Your Next Moves Are More Important Than the Market’s

As of June 26, 2020, 9,473,214 cases of COVID-19 were reported, with the death toll reaching 484,249.1 With the number of infected patients rising every day, it’s nearly impossible to avoid feeling stressed or anxious about the world’s most recent pandemic. Aside from the concerns for our health, the financial toll of the Coronavirus pandemic […]

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Market Volatility
By Ben S. Lies, MBA, RSSA

Investor Alert: Surviving Volatility

Covid-19 and its’ implications have caused an extreme amount of volatility in the markets and it has been very taxing on humanity and investors alike. When we go through a sharp downturn like this one, it is incredibly difficult to try and figure out what to do. In this video our President and Chief Investment […]

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CDC doing testing for Coronavirus
By Ben S. Lies, MBA, RSSA

The Coronavirus: The Human Toll, Historical Perspective, and Market Impact

Markets continue to be extremely volatile due to fears of COVID-19, better known as the Coronavirus, but is it really warranted? For many people, this virus has been very difficult and affected them in very adverse ways including loss of wages, illness, and even the death of loved ones, our thoughts and well wished go […]

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